Wealth Management

Wealth Management

ATA Financial GroupWealth Management Services

Comprehensive financial planning

Asset management

Retirement planning

IRA, 401k, 403b, SEP

529 Savings Plans

Our wealth management/financial planning services are designed to help you achieve your financial goals. We will help you prepare for retirement, college education, caring for a loved one, or any other financial goal you may have.

We develop an investment and savings plan that will act as a strategic guide and help you adequately meet these obligations. The plan is constantly monitored and updated to compensate for changing circumstances: only proper planning can ensure a high likelihood of success.

We are licensed as a Registered Investment Advisor and have a fiduciary obligation to all of our clients. This means that we always put your interests ahead of anything else. We do not make commissions of any kind and only receive compensation from you, our client, expressed as a percentage of assets under management.

Your investments are held at a large financial institution (our preferred custodian is TD Ameritrade), so you know your assets are safe.